164 results found
-
Reporting | Payable invoices - Summarise by Contact Group
Need to be able to summarise supplier balances on a Payable Invoice by Group report
3 votesHello everyone, we want to round back here and let you know, you can already achieve this idea by either using Payable Invoice Summary & Detail or Aged Payable Detail & Summary report, as we’ve mentioned earlier. From there, you’ll be able to summarise/group the report by Contact Group.
That being said, we’ll update the status of this idea. Welcome to raise a new idea if you’re thinking about different functionalities. -
Reporting for contacts by account
Include a report that allows you to roll up expenses on a per contact basis but only for certain accounts. We would love to see what our spend is on software and hosting costs by vendor.
1 voteThis is possible with the Account Transactions report, Hussain. A little earlier this year we added the ability to add a Contact column in the Account Transactions report - See all detail on this report here🙂
-
Executive Summary Report - Exclude Internal Transfers
If you take $20 out of your own wallet and put it in your pocket, that's not "Cash Received," but the Xero Executive Summary report treats it that way.
Transfers between cash accounts that you own (e.g. between two checking accounts) show as "Cash Received" and "Cash Spent" in the ExecSum report. This is clearly wrong.
Please fix this. If you insist this is somehow a feature, please add an option to exclude internal transfers from the Cash section of the report.
Putting it another way: the Cash Received and Cash Spent numbers should reflect what was actually received and…
2 votesThanks for bringing this up here, Rob. This is something the team quickly drew their attention to, as well - You'll find we've recently released a update for the new Executive Summary report to exclude transfers from 'Cash received' and 'Cash spent'. 🙂
-
1 vote
Hi Kamila
There isn't currently a specific filter for this. However, you might consider using Tracking Categories to record when an invoice is for commission. You could then Filter the report by this category to view your commission invoices.
There's more info on this here: Set up tracking categories and Select settings in a report - Xero Central
-
Management report pack - Adding Bank Reconciliation
You've created these great packs or ability to create one, but for majority of businesses when they are reporting for the month that was in a meeting they want a bank reconciliation or a transactions listing with opening bank balance, transactions and closing bank balances!
Can we please have this as an option to add into the Report Packs.1 voteHi Natasha, with lots of change to reporting over the last few months we've been making a few more reports available in the Management report 😊
You can now add the Bank Reconciliation Summary, Bank Statement, and Statement Exceptions as reports into your pack.
-
Account Transactions Report: Group by Contact
Could you please add Grouping by Contact in the new account transactions report.
Thanks
2 votesHi everyone - We've just released an update to Account Transactions report and added a Contact field!
Next time you open this report you should see 'Contact' as an option in Columns, Grouping/Summarising and Filtering - See an example below and enjoy making use of this new field and adding another level of insights to your reporting in Xero 🙂
-
Reporting | Adviser reports - Editing of highlighted areas
URGENT- when editing Adviser year reports there are highlighted areas that we could select & un-highlight in the past. This ability was removed during the recent reports upgrade (only Bold, Underline & Italic remain). This means highlighted areas have to be completely re-typed as un-highlighted text & then the original text deleted - wasting a lot of time on re-creating information already available.
1 voteHi VG Accountancy 👋, you'll find this is in the Edit Layout screen.
Tap Edit Layout at the bottom left of the page, drill into the relevant section and on the right with the formatting options will be a 'Highlight Text' button. 🙂
-
Management Report - Ability to add Notes
Management Reports - Ability to notes in the newer versions as were an extremely useful function in the older version and missing from the new ones.
1 voteThank you for engaging here, Nick.
We recently launched an ability to create notes for the Management report pack by clicking 'Insert content' at the bottom of your page then you'll see 'Enable Add Note' option from there. This feature is available in the newer version of the main report pack which includes, Executive Summary, Profit & Loss, Cash Summary, Balance Sheet, Aged Receivables Summary, and Aged Payable Summary reports. You’ll also be able to annotate any figure in your report and link to a text-block for further information too.
I’ll mark this idea as ‘delivered’ now. Feel free to explore more ideas or raise a new idea here.
-
Receivable/Payable Detail reports - Include invoice paid date
Be able to customise the Receivable/Payable invoice reports to include paid date to more closely manage cash flow
1 voteHey Leigh! I want to let you know that we've recently enhanced both our Receivable and Payable Detail reports. Where you can see when the invoice or bill was paid through the 'Last payment date' column.
Thank you for submitting your idea here, I'll mark this as delivered now 🙂.
-
Management Reporting
"I would really like to see you add a reporting function that has
- individual PNL for each month in the current year - Jul/Aug/Sep etc
- a YTD total for the current year, and
- a YTD total for the previous year to enable comparison with 2.
As an adviser to many small businesses this is the report that I (& I expect most advisers) are really looking for to help our clients
The current reporting does not enable us to have the management discussions with clients as easily as it should.
All the information is within the software, so it is…
1 vote -
Management Report - Add commentary
I think it would be beneficial to be able to add commentary to the management report so that variance analysis can be explained to the owner of the business / interested parties (i.e. investors, banks) rather than just presenting a set of figures.
1 voteWe want to update you that we've launched the new management report pack to all regions, which you'll have the ability to add commentary to your report through a text block to accompany tabular report data, or a whole blank page containing text - see our article here for more information.
That being said, I'll mark this thread as 'delivered' 😄.
-
Management Report - Customisation
On the management report it would be nice to have more flexibility with the way it is laid out. On the front cover for example we would like out logo to sit in the middle of the page at the bottom whereas at the moment the logo doesn't even go on the front cover.
Also we would like to be able to enter a footer on to the front cover which doesn't sppear on the rest of the pages.
Is this something that we can do that we just don't know about? If not please can you look at including…
1 voteI want to update you that the new management report pack is now released to all regions! You're now able to apply all of the customisations which are available in our other new style reports, to the same reports within a pack.
In saying that, I'll move this thread as 'delivered' 🙂.
-
Reporting - Weekly Cash report and management report options
We run weekly management reporting cycle and find it very difficult to run weekly report. can a template be created for weekly report management report
Thanks
1 vote -
General Ledger Detailed Report
Would you please create a General Ledger Detailed Report so that we can have a nice Xero standardized report instead of having to export to excel and print from there.
We need to send this report to clients, and it isn't very attractive at the moment - printing from excel.
1 voteHi everyone, 100% appreciate everyone wanting to hear from us in the idea here! We've made big strides with reporting across Xero and have more improvements in store.
We've put a lot of focus into the Account Transactions report, and with options to include all the detailed columns as the General Ledger Detailed report, as well as have a running balance you can create the report you're after in Xero, or exported to be able to share with clients.
Once set up, Save your report as custom, and if you think you'll often access it you can Favourite to jump on in, anytime! 😊 -
Cash Summary Report - Sort by Account Code
Would love for the Cash Summary report to be able to be sorted by Account Code (like the P&L can).
Thanks,
1 voteHi everyone, we're now happy to say that the enhanced Cash summary report is now released, which has the ability to sort by account code.
To do this, you can click 'More', then tick 'Account codes' checkbox. Once this is done, you can also save the report as 'Custom' if using account code is your preferred layout, so the next time you open the report, you don't need to tick the checkbox again - see our article for more information.
Thank you for your feedback here everyone, we'll mark this request as delivered so the votes will return to you all 🙂. -
Business Snapshot Report - Add Custom Date Range Option
Not sure if this feature is already coming but would be great to be able to use a custom date range in the Business Snapshot reporting. We have clients who run on a 4-4-5 basis so would be great to be able to produce the report for their accounting period.
5 votesHi all
To use custom date ranges, and get access to more advanced features, you can upgrade to Xero Analytics Plus.
You can do this either by upgrading your subscription to the Ultimate plan, or by selecting it as an add-on.
Here's more info about Xero Analytics Plus and our pricing plans.
-
Reporting: Receivable Invoice Summary - Adding date paid column
Adding date paid column into Receivable Invoice Summary report.
Purpose: To make users’ easier when doing the calculation of average days paid by each customer.
3 votesHello community, we’re happy to let you know that you’re now able to add a date paid column in the Receivable Invoice Summary report. To see the date paid column in this report, you’ll need to tick the ‘Last Payment Date’ option under Columns.
Thank you for raising this idea, we’ll now move this to ‘delivered’ status
-
Reporting: Aged Receivable Report - include customer credit limits and due dates of invoices
Ability to include customer credit limit and due dates of invoices in Aged Receivable report.
Purpose: To be able to get a better view of the customer’s ability to pay and the outstanding invoices.
29 votesHi community, rounding back from my last update - Credit Limits are now available to everyone within the Aged Receivables Summary report! 😊
💡You'll see a common format in the left side bar or can customise the general report to include Credit Limit and Available Credit as columns within your own layout - More detail on the report here
-
Reporting - Account Transactions need open close balances
When you change report settings on the Account Transactions (NEW) report to "Group By Account Code", you don't get the option to "Show Open and Closing Balances" or a "Running Balance" unlike the default option of "Group By Account". We use Account Codes more than Account for locating transactions and having the running balance and open / closing balances would make the report more useable.
1 voteGood news, everyone! Our Reporting team have been working hard behind the scenes to develop some great additions in the Account Transactions report recently.
We've released a new options to sort and summarise by 'Account Code & Name'.
Like you've asked - When sorting by this option, you'll still be able to view Open and Closing Balances! 🙂 -
Reporting: Profit and Loss report - Show all tracking categories in separate columns as default
Ability to show all tracking categories in separate columns in the P&L report.
Purpose: To get a better income figure when comparing different areas/divisions in Xero.
32 votesHi team, thanks again for all your feedback on the design and how you use tracking in your Profit & Loss.
As mentioned in my last post - we've just released a change to add the option to 'Compare tracking categories' from the main view in report settings, so you no longer have to jump into the layout editor. It's in the process of being rolled out to everyone, so if you don't quite have it yet it'll be with you in the next day or two. 😁
Once you've got the report set up as you like, if this is a view you'd like to use on the regular save as custom, and you could make this the default if you like, too!
.jpg){kind=link}
- Don't see your idea?